2023 Form 5500 filing — Q-Centrix LLC 401(K) Profit Sharing Plan And Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912105251NAL0016917298001) for Q-Centrix LLC 401(K) Profit Sharing Plan And Trust, reported by Q-Centrix LLC under EIN 27-3439332 and plan number 001. It reports 1,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.5MReported net assets$32,506,897

Participants1.4K1,395

Provider compensation$86.6K2 Schedule C row(s)$86,620

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240912105251NAL0016917298001
Plan sponsor: Q-Centrix LLC
EIN: 27-3439332
Plan number: 001
Location: Chicago, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.5M total assets

Net assets$32.5MLiabilities$26.3K

Money in vs. money out

Total income / additions$11M

Total expenses$3.2M

Benefits paid / distributions$3.1M

Contributions

Employer$1.3M

Participant$3.9M

Full reported line items

Total assets (EOY): $32,533,175
Total liabilities (EOY): $26,278
Net assets (EOY): $32,506,897
Employer contributions: $1,276,059
Participant contributions: $3,858,561
Total income / additions: $11,030,846
Benefits paid: $3,068,579
Administrative expenses: $86,620
Total expenses: $3,226,361
Net increase / (decrease): $7,804,485

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Creative Planning$67.2K
INVESTMENT ADVISOR · Direct $67.2K
2
Transamerica Retirement Solutions$19.4K
RECORD KEEPER · Direct $19.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912105251NAL0016917298001 cover?: It is the 2023 Form 5500 filing for Q-Centrix LLC 401(K) Profit Sharing Plan And Trust, reported by Q-Centrix LLC (EIN 27-3439332).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).